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Ulta Beauty

1,090 hedge funds and large institutions have $23B invested in Ulta Beauty in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 403 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $952M | Put options by funds: $750M

1.17% more ownership

Funds ownership: 96.54%97.71% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 403

4% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 132

3% less funds holding

Funds holding: 1,1191,090 (-29)

11% less capital invested

Capital invested by funds: $25.7B → $23B (-$2.72B)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,090
Holders Change
-29
Holders Change %
-2.59%
% of All Funds
13.41%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
127
Increased
389
Reduced
403
Closed
132
Calls
$952M
Puts
$750M
Net Calls
+$202M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
1126
Capstone Investment Advisors
New York
-$1.45M -2,400 Closed
SC
1127
Stance Capital
Massachusetts
-$1.42M -2,349 Closed
CCM
1128
Cinctive Capital Management
New York
-$1.4M -2,315 Closed
EWM
1129
Evergreen Wealth Management
Michigan
-$1.39M -2,302 Closed
CIC
1130
Chase Investment Counsel
Virginia
-$1.21M -2,000 Closed
LTM
1131
Lotus Technology Management
Florida
-$1.21M -1,996 Closed
AFWM
1132
AMJ Financial Wealth Management
Virginia
-$1.03M -1,708 Closed
HFM
1133
Harvest Fund Management
China
-$771K -1,686 Closed
SSA
1134
Sierra Summit Advisors
Nevada
-$984K -1,627 Closed
OTL
1135
Oak Thistle LLC
New York
-$981K -1,621 Closed
LI
1136
Lafayette Investments
Maryland
-$951K -1,572 Closed
WAM
1137
Weiss Asset Management
Massachusetts
-$839K -1,386 Closed
VI
1138
Versor Investments
New York
-$776K -1,283 Closed
AIM
1139
Aigen Investment Management
New York
-$741K -1,224 Closed
OF
1140
Optimize Financial
California
-$711K -1,176 Closed
FIA
1141
Foundations Investment Advisors
Arizona
-$707K -1,169 Closed
UFF
1142
USA Financial Formulas
Michigan
-$692K -1,144 Closed
WorldQuant Millennium Advisors
1143
WorldQuant Millennium Advisors
New York
-$676K -1,118 Closed
HAG
1144
HighPoint Advisor Group
Illinois
-$626K -1,035 Closed
MW
1145
Marble Wealth
Alabama
-$601K -994 Closed
DS
1146
DRW Securities
Illinois
-$596K -985 Closed
LAM
1147
Lakewood Asset Management
Illinois
-$557K -921 Closed
PCIA
1148
Prime Capital Investment Advisors
Kansas
-$515K -851 Closed
GAM
1149
Groupama Asset Management
France
-$508K -839 Closed
MC
1150
Maverick Capital
Texas
-$494K -817 Closed

ULTA Hedge Fund Activity: Q1 2026 in Review

1,090 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q1 2026, worth a combined $23B — down 11% from $25.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of ULTA and 127 opened new positions — a net loss of 5 holders — while 403 trimmed existing stakes and 389 added.

The largest buyer was Diamant Asset Management, adding an estimated $936M. The largest seller was Marshall Wace, cutting an estimated $304M.

  • 1,090 institutional investors held Ulta Beauty (ULTA) as of Q1 2026, down from 1,119 in Q4 2025.
  • Funds reported $23B of Ulta Beauty stock for Q1 2026, down 11% quarter-over-quarter.
  • 127 funds opened new Ulta Beauty positions in Q1 2026 and 132 closed out, a net change of -5 holders.
  • The largest Ulta Beauty buyer in Q1 2026 was Diamant Asset Management, an estimated $936M added.
  • The largest Ulta Beauty seller in Q1 2026 was Marshall Wace, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2026.